Washington Trust Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Washington Trust Advisors’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$121K	Hold	1,300	–	–	0.01%	270
2025 Q4	$122K	Hold	1,300	–	–	0.01%	263
2025 Q3	$124K	Hold	1,300	–	–	0.01%	260
2025 Q2	$122K	Hold	1,300	–	–	0.01%	241
2025 Q1	$122K	Hold	1,300	–	–	0.01%	235
2024 Q4	$115K	Hold	1,300	–	–	0.01%	245
2024 Q3	$119K	Hold	1,300	–	–	0.01%	249
2024 Q2	$109K	Hold	1,300	–	–	0.01%	243
2024 Q1	$109K	Hold	1,300	–	–	0.01%	245
2023 Q4	$101K	Hold	1,300	–	–	0.01%	242
2023 Q3	$94.1K	Hold	1,300	–	–	0.01%	244
2023 Q2	$96.6K	Hold	1,300	–	–	0.01%	239
2023 Q1	$94.6K	Hold	1,300	–	–	0.01%	251
2022 Q4	$93.7K	Hold	1,300	–	–	0.01%	259
2022 Q3	$86K	Hold	1,300	–	–	0.01%	305
2022 Q2	$91K	Hold	1,300	–	–	0.01%	311
2022 Q1	$101K	Hold	1,300	–	–	0.01%	333
2021 Q4	$105K	Buy	+1,300	New	+$101K	0.01%	355

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Washington Trust Advisors's USMV Position: Q1 2026 in Review

Washington Trust Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 1,300 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #270.

Washington Trust Advisors first reported a position in USMV in Q4 2021 and has held it in 18 quarters since. The position peaked at $124K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Washington Trust Advisors held 1,300 shares of iShares MSCI USA Min Vol Factor ETF worth $121K as of Q1 2026.
Washington Trust Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #270 holding.
Washington Trust Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $124K in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.